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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Franklin Small Cap Value C
Price$42.79
Change-$0.91 (-2.08%)
VolumeN/A
Net Assets3.63B
DFSVX vs FRVFX Comparison Chart
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DFSVX vs. FRVFX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and FRVFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. FRVFX (3.63B). DFSVX pays higher dividends than FRVFX: DFSVX (1.65) vs FRVFX (0.30). DFSVX was incepted earlier than FRVFX: DFSVX (32 years) vs FRVFX (29 years). FRVFX (1.73) is less costly to investors than DFSVX (0.31). FRVFX is a more actively managed with annual turnover of: 59.68 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FRVFX: DFSVX (0) vs FRVFX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. FRVFX (-4.17). DFSVX return over 5 years is better than : 86.94 vs. FRVFX (28.70).
| DFSVX | FRVFX | DFSVX / FRVFX | |
| Total Expense Ratio | 0.31 | 1.72 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.73 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -6.462 | -6.327 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 3.63B | 410% |
| Annual Yield % from dividends | 1.65 | 0.30 | 543% |
| Returns for 1 year | 1.83 | -4.17 | -44% |
| Returns for 3 years | 19.38 | 3.97 | 488% |
| Returns for 5 years | 86.94 | 28.70 | 303% |
| Returns for 10 years | 30.89 | -15.02 | -206% |
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